In this role, the selected candidate will develop successful business relationships with Realtors, Builders and other third parties resulting in the sale of applicable mortgage loan products to members and potential members based on their financial goals and needs.
Responsible for budget and profit margins to meet and exceed branch and business unit goals for sales and profitability. Generates leads to develop new business with major accounts to grow branch revenue and maintain margin goals.
The In-Store Manager is responsible for managing and anticipating the needs of the branch, including driving sales, stellar customer service, complying with regulations and policy requirements, and facility management. In-Store Managers actively coach other employees, as well as lead indirectly by example, fostering a customer-centered branch environment.
In this role, the selected candidate will secure all required supporting documentation from members or financial institutions to meet and correspondent requirements. Resolve problems and organizes each final mortgage application file in preparation to send forward for processing.
The Sales and Service Manager is responsible for supervising branch employees and interviews, selects and trains new employees, sets and adjusts pay rates and work hours, directs daily work, monitors and implements compliance measures, administrates discipline , evaluates performance and makes hiring and termination recommendations .
Ensures education and tracking of financial advisors and other supervisors by coordinating annual compliance meetings, required Firm courses and regulatory requirements. Conducts regulatory-reguired annual financial advisor compliance interviews/audits.